Getting started
Open Zapier
Go to zapier.com and search for Mavio in the app directory.
Authenticate
Click Connect and sign in with your Mavio account. Authorize Zapier to access your meeting data.
Available triggers
Triggers fire when something happens in Mavio, starting your Zap automatically.| Trigger | Fires when | Data provided |
|---|---|---|
| Meeting Completed | A recording finishes processing | Meeting title, date, duration, participants, recording URL |
| Transcript Ready | Transcription is complete | Meeting ID, full transcript text, language, word count |
| Summary Ready | AI summary is generated | Meeting ID, summary text, key topics, decisions |
| New Action Item | An action item is created | Action item text, assignee, due date, meeting reference |
| Action Item Completed | An action item is marked done | Action item text, assignee, completion date |
| Meeting Shared | A meeting is shared with someone | Meeting ID, shared with, permission level |
| New Channel Meeting | A meeting is added to a channel | Channel name, meeting ID, meeting title |
Available actions
Actions let other apps push data into Mavio.| Action | What it does | Required fields |
|---|---|---|
| Create Note | Adds a note to a meeting | Meeting ID, note content |
| Create Action Item | Creates an action item on a meeting | Meeting ID, action text, assignee |
| Update Action Item | Changes status, assignee, or due date | Action item ID, new status or text |
| Add Meeting to Channel | Associates a meeting with a channel | Meeting ID, channel ID |
| Share Meeting | Shares a meeting with a user | Meeting ID, email, permission level |
Popular Zap templates
Post meeting summaries to Slack
Post meeting summaries to Slack
Trigger: Summary Ready (Mavio)
Action: Send Channel Message (Slack)Automatically share AI-generated summaries in a Slack channel after every meeting. Include the summary text, key decisions, and a link back to the full meeting in Mavio.
Create Jira tickets from action items
Create Jira tickets from action items
Trigger: New Action Item (Mavio)
Action: Create Issue (Jira)Turn meeting action items into Jira tickets automatically. Map the action item text to the issue summary, assignee to the Jira user, and due date to the issue due date.
Save transcripts to Google Drive
Save transcripts to Google Drive
Trigger: Transcript Ready (Mavio)
Action: Create File (Google Drive)Save a copy of every meeting transcript as a document in a designated Google Drive folder. Organize by month or project using Zapier’s folder path formatting.
Log meetings to a Google Sheet
Log meetings to a Google Sheet
Trigger: Meeting Completed (Mavio)
Action: Create Spreadsheet Row (Google Sheets)Build a meeting log spreadsheet with columns for date, title, duration, participant count, and recording link. Useful for tracking meeting frequency and time spent.
Send action items to Asana
Send action items to Asana
Trigger: New Action Item (Mavio)
Action: Create Task (Asana)Automatically create Asana tasks from meeting action items. Set the task name, assignee, due date, and add a note linking back to the meeting context.
Add CRM notes from sales calls
Add CRM notes from sales calls
Trigger: Summary Ready (Mavio)
Filter: Meeting title contains “Sales” or “Discovery”
Action: Create Note (Salesforce/HubSpot)Attach meeting summaries to CRM contact records automatically. Use Zapier’s filter step to only process sales-related meetings.
Email meeting summary to attendees
Email meeting summary to attendees
Trigger: Summary Ready (Mavio)
Action: Send Email (Gmail)Automatically email the AI summary to all meeting participants after the meeting. Include the summary, action items, and a link to the full recording.
Building custom Zaps
The Mavio Zapier integration provides the full meeting object in each trigger, including meeting ID, title, date, duration, platform, participant list, summary text, action items array, and transcript link.Using filters
Add a Zapier Filter step between your trigger and action to only process specific meetings:- Title contains — filter by meeting name keywords
- Participant count — only trigger for meetings with a minimum number of people
- Duration — skip very short meetings (e.g., under 5 minutes)
Multi-step Zaps
Chain multiple actions from a single Mavio trigger:- Meeting Completed triggers the Zap
- Wait for Summary Ready using Zapier’s delay
- Send summary to Slack
- Create action items in Jira
- Log to Google Sheet
Using Zapier Paths
Use Paths to route different meeting types to different destinations:- Path A: If title contains “Standup” then post to #engineering Slack channel
- Path B: If title contains “Client” then create CRM note in Salesforce
- Path C: Default then save to Google Drive
Rate limits and quotas
Zapier triggers poll Mavio every 1-15 minutes depending on your Zapier plan. For near-real-time delivery, combine Zapier with Mavio webhooks using Zapier’s Webhooks by Zapier trigger.Zapier integration requires a Mavio Pro plan or higher. The Mavio Zapier integration uses your Mavio API rate limits. If you have many active Zaps, monitor your API usage in Settings > Developer > API Keys > Usage.